Microsoft Corporation

Informe acción NasdaqGS:MSFT

Capitalización de mercado: US$3.1t

Microsoft Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Microsoft de 13.3% y 14.7% por año respectivamente. Se prevé que el BPA crezca en un 13.3% al año. Se espera que la rentabilidad financiera sea de 24.5% en 3 años.

Información clave

13.3%

Tasa de crecimiento de los beneficios

13.27%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Software19.9%
Tasa de crecimiento de los ingresos14.7%
Rentabilidad financiera futura24.53%
Cobertura de analistas

Good

Última actualización05 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis • May 02

Microsoft Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Last week, you might have seen that Microsoft Corporation ( NASDAQ:MSFT ) released its third-quarter result to the...

Recent updates

Actualización de narrativa • Jun 01

MSFT: AI Infrastructure Buildout And Cloud Backlog Will Support Long-Term Leadership

Narrative Update on Microsoft Microsoft's analyst price target framework has been refined with a slightly lower fair value of about $560.89. This reflects analyst views that stronger revenue growth tied to AI initiatives is being balanced by modestly lower margin expectations and a slightly higher required return.
Seeking Alpha • Jun 01

Microsoft: SaaS Scare Overdone, Compelling Cloud Growth And Valuation

Summary Microsoft Corporation is the worst-performing Magnificent-7 stock YTD, but recent price action signals investor sentiment is turning positive. AI disruption fears have pressured software margins, yet MSFT's business diversity, strong fundamentals, and fortress balance sheet provide resilience. MSFT's revenue grew 15% and EPS 18% last quarter, with Azure up 40%, while ongoing AI and data center investments temporarily compress free cash flow. I view MSFT stock as a Buy at current valuations, given its leadership, adaptability, and potential to regain margin through in-house AI model development. Read the full article on Seeking Alpha
Nueva narrativa • May 21

Microsoft no es una apuesta. Es una franquicia global de la que se puede ser socio durante décadas.

Copilot me ha creado un investment memo ampliado al estilo Warren Buffett , usando exclusivamente datos verificables de Investor Relations de Microsoft (earnings, 10‑Q, reports) y manteniendo un tono sobrio, basado en principios de inversión a largo plazo. Investment Memo – Microsoft (MSFT) (Estilo Buffett: negocio, moat, retorno sobre capital, disciplina de precio) 1.
Actualización de narrativa • May 11

Microsoft's enterprise cash-flow durability stays unmatched despite near-term margin pressures

Microsoft’s long‑term economic value remains grounded in the same core reality: the company’s enterprise cash‑flow durability continues to be unmatched. High‑retention subscription economics, entrenched operating‑system and productivity moats, and the scale advantages of Azure still anchor Microsoft’s intrinsic worth far more than any short‑term growth narrative.
Nueva narrativa • May 10

Microsoft will achieve a future PE ratio of 24.626979x by leveraging strong growth

Valuation In 3–5 years, I think Microsoft becomes even more dominant in enterprise AI, cloud infrastructure, and productivity software. Azure and Copilot are probably the biggest growth drivers, while Windows, Office, LinkedIn, GitHub, and gaming remain huge cash generators.
Artículo de análisis • May 02

Microsoft Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Last week, you might have seen that Microsoft Corporation ( NASDAQ:MSFT ) released its third-quarter result to the...
Actualización de narrativa • May 02

Microsoft Just Had a Quarter for the History Books. I Still Haven't Bought a Share.

In late March I told you the fundamentals were a fortress and the price had not caught up to the fear yet. The fear faded.
Actualización de narrativa • May 02

MSFT: AI Infrastructure Self Sufficiency And Global Data Center Expansion Will Drive Leadership

Analysts have trimmed their average price targets on Microsoft, reflecting a lower assumed fair value of around $562 and a reduced future P/E of roughly 28x. This comes even as they continue to reference solid revenue growth assumptions and mixed reactions to recent OpenAI and AI infrastructure updates across the latest research reports.
Nueva narrativa • Apr 30

AI Infrastructure And Enterprise Agents Will Reshape Long Term Earnings Power

Catalysts About Microsoft Microsoft is a global technology company that offers cloud services, productivity software, AI platforms, business applications, security products and consumer services. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Apr 18

MSFT: AI Infrastructure Self Sufficiency And Heavy Data Center Commitments Will Sustain Leadership

Microsoft's analyst fair value estimate has been adjusted slightly lower to $579.57, as analysts factor in updated price targets that reflect a mix of reduced P/E assumptions, along with expectations for revenue growth and profit margins tied to AI and cloud spending. Analyst Commentary Recent Street research on Microsoft reflects a mix of optimism and caution as analysts recalibrate price targets and ratings around AI, cloud spending, and capital intensity.
Nueva narrativa • Apr 16

AI Infrastructure Constraints Will Pressure Cloud Margins Yet Support Stable Long Term Earnings

Catalysts About Microsoft Microsoft is a global technology company that provides cloud services, productivity software, AI platforms and related hardware and services to enterprise, government and consumer customers. What are the underlying business or industry changes driving this perspective?
Nueva narrativa • Apr 13

Microsoft Could Reach $600 Over the Next Five Years

Microsoft has a strong path to $600 over the next five years because it combines durable growth, elite profitability, and a leadership position in AI, cloud, and enterprise software. Its recurring revenue base makes earnings more predictable, while Azure, Microsoft 365, and its AI products give it multiple ways to compound value over time.
Actualización de narrativa • Apr 03

MSFT: AI Infrastructure Buildout And Self Sufficiency Will Support Long Duration Leadership

Microsoft's analyst price target has been modestly trimmed as the fair value estimate shifts from $594.62 to $587.31, reflecting a round of target reductions and mixed views on AI related risks and opportunities, even as several firms maintain positive long term opinions on the company's role in software and infrastructure. Analyst Commentary Recent commentary around Microsoft shows a split view, with many research houses trimming price targets while still seeing long term potential, and a smaller group turning more cautious on AI related execution risks, valuation, and competitive threats.
Nueva narrativa • Mar 29

Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.

Microsoft just burned $37.5 billion in 90 days. The stock has lost a third of its value.
Actualización de narrativa • Mar 19

MSFT: AI Infrastructure Buildout And Self Sufficiency Will Support Long Duration Leadership

Analysts have made a small cut to the Microsoft analyst price target, trimming fair value by about $1 to $594.62 as they factor in a slightly higher discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and a marginally lower future P/E. Analyst Commentary Recent research on Microsoft presents a mixed but detailed picture, with several firms adjusting price targets and ratings as they recalibrate expectations around AI, capital spending, and long term growth assumptions.
Nueva narrativa • Mar 05

A Structured Counter‑Analysis of "The Leaking Dreadnought"

A Structured Counter‑Analysis of "The Leaking Dreadnought" Microsoft is not a leaking vessel drifting toward structural decline; it is a company in the middle of a capital‑intensive platform transition whose long‑term logic the article fundamentally misreads. The critique below addresses the article’s core claims and reframes them through the lens of Microsoft’s actual strategic architecture, economic model, and competitive position.
Actualización de narrativa • Mar 05

MSFT: AI Infrastructure Self Sufficiency Will Support Long Duration Cloud Leadership

Narrative Update The analyst price target for Microsoft has been trimmed by a modest amount in dollar terms. Analysts are factoring in slightly lower revenue growth, a small step down in profit margin assumptions, a marginally higher discount rate, and a slightly richer future P/E multiple.
Nueva narrativa • Feb 22

Microsoft: Real‑Terms Economic Value Anchored in Durability, Not Growth Assumptions

Microsoft’s true economic value rests on its unmatched enterprise cash-flow durability, high-retention subscription model, and deep competitive moats in operating systems, productivity platforms, and cloud infrastructure. These produce stable, high-margin recurring cash flows capable of long-duration compounding under disciplined capital allocation.
Actualización de narrativa • Feb 18

MSFT: AI Self Sufficiency And Global Data Center Expansion Will Sustain Cloud Leadership

Our analyst price target for Microsoft has been nudged lower by a few dollars to reflect a slightly reduced fair value estimate of about $596, as analysts balance ongoing enthusiasm around AI driven capital spending with a wave of recent target trims. These largely stem from valuation discipline and concerns that prior long term assumptions, including P/E and margin expectations, may have been set too high.
Actualización de narrativa • Feb 04

MSFT: AI Infrastructure Partnerships And Data Center Expansion Will Sustain Cloud Leadership

Analysts have trimmed their fair value estimate for Microsoft by about $19 to $603, citing a blend of slightly higher discount rates, modestly stronger revenue growth and profit margin assumptions, and a lower future P/E multiple that reflects the recent wave of price target resets and still constructive, AI driven, long term views across recent research. Analyst Commentary Recent research around Microsoft centers on how to value its AI opportunity, the required capital spending, and whether current expectations are too high or still leave room for upside.
Actualización de narrativa • Jan 21

MSFT: AI Infrastructure Buildout And OpenAI Partnership Will Sustain Cloud Leadership

Microsoft's updated analyst price target edges slightly lower, with fair value now at about $622.19, as analysts balance modest tweaks to the discount rate and P/E assumptions against ongoing AI related demand signals highlighted in recent research. Analyst Commentary Recent research around Microsoft clusters into two broad camps, with most commentary still constructive on AI driven growth and cloud execution, while a smaller group is more cautious on capital intensity and hyperscaler economics.
Actualización de narrativa • Jan 13

Microsoft (MSFT): When AI Becomes the Operating Layer of Work

Microsoft (NASDAQ: MSFT) is no longer just a software company—it’s becoming the operating layer for modern work. Windows, Office, Azure, and now AI-powered copilots form an interconnected ecosystem that spans individual users, enterprises, and governments.
Actualización de narrativa • Jan 06

MSFT: AI Infrastructure Expansion And OpenAI Deal Will Support Durable Cloud Leadership

Our Microsoft price target edges down slightly to US$622.51 from US$624.45, as analysts balance ongoing enthusiasm around the company’s broad AI and cloud positioning with more cautious views on capital intensity and earnings expectations. Analyst Commentary Recent research on Microsoft reflects a mix of optimism around the company’s AI and cloud positioning and a more cautious read on capital intensity and earnings risk.
Actualización de narrativa • Dec 18

MSFT: Expanded AI Partnerships And Infrastructure Will Drive Durable Cloud Leadership

Analysts have nudged their Microsoft price target slightly higher to approximately $650, reflecting confidence that the company's broadened AI partnerships, resilient Azure growth, and durable margin profile justify modestly stronger long term revenue and earnings assumptions despite rising capex and hyperscaler caution. Analyst Commentary Street research remains broadly constructive on Microsoft, with a cluster of recent notes highlighting the company as a primary beneficiary of accelerating AI adoption, robust cloud demand, and deepened model partnerships, even as a minority of voices urge greater caution around hyperscaler capital intensity and returns.
Actualización de narrativa • Dec 07

The Leaking Dreadnought

On the surface, Microsoft appears to be an unsinkable vessel. Buoyed by a trillion-dollar market cap and the explosive valuation of the AI sector, the company seems to be steaming ahead.
Actualización de narrativa • Dec 03

MSFT: Expanding AI Data Center Buildout Will Drive Durable Cloud And Platform Leadership

Our Microsoft analyst price target has been raised slightly to about $625 from roughly $625. This reflects analysts' view that durable double digit cloud and AI driven revenue growth, reinforced by expanded OpenAI and Anthropic partnerships and recent Q1 beats, more than offsets concerns about elevated capex and hyperscaler returns.
Artículo de análisis • Nov 28

Shareholders Will Probably Hold Off On Increasing Microsoft Corporation's (NASDAQ:MSFT) CEO Compensation For The Time Being

Key Insights Microsoft to hold its Annual General Meeting on 5th of December CEO Satya Nadella's total compensation...
Actualización de narrativa • Nov 19

MSFT: Expanding AI Data Center Investments Will Drive Leadership In Next-Generation Cloud Services

Microsoft's analyst price target saw a modest decrease of approximately $2 to $624.83. Some analysts cite rising capital requirements and more cautious expectations for hyperscale cloud providers, despite continued confidence in the company's long-term AI and cloud positioning.
Actualización de narrativa • Nov 05

MSFT: Future Cloud Demand Will Drive Expansion In AI Infrastructure And Partnerships

Analysts have increased their price target for Microsoft by $5.62 to $626.65. They cite continued momentum in cloud growth, strengthened profit margins, and improving revenue growth expectations driven by Azure’s performance and expanded partnerships in artificial intelligence.
Actualización de narrativa • Oct 22

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

Microsoft’s analyst price target has been revised upward to $625 from $582, a $43 increase. Analysts point to ongoing AI strength, Azure momentum, and durable software growth as key drivers for the valuation boost.
Actualización de narrativa • Oct 08

AI And Cloud Services Will Shape Enterprise Future

Microsoft’s analyst price target has been raised from approximately $614 to $621. This reflects increased confidence among analysts in Azure’s accelerating growth, the company's robust positioning in the AI ecosystem, and recent capacity and customer mix enhancements.

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:MSFT - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
6/30/2028452,705169,65366,466248,58136
6/30/2027384,073145,26659,292213,95453
6/30/2026329,486129,20864,622176,27849
3/31/2026318,273125,21672,916170,141N/A
12/31/2025305,453119,26277,412160,506N/A
9/30/2025293,812104,91278,017147,039N/A
6/30/2025281,724101,83271,611136,162N/A
3/31/2025270,01096,63569,365130,710N/A
12/31/2024261,80292,75070,031125,583N/A
9/30/2024254,19090,51272,662122,145N/A
6/30/2024245,12288,13674,071118,548N/A
3/31/2024236,58486,18170,576110,123N/A
12/31/2023227,58382,54167,445102,647N/A
9/30/2023218,31077,09663,22694,967N/A
6/30/2023211,91572,36159,47587,582N/A
3/31/2023207,59169,02057,40683,441N/A
12/31/2022204,09467,44959,61884,386N/A
9/30/2022203,07569,78963,33487,693N/A
6/30/2022198,27072,73865,14989,035N/A
3/31/2022192,55772,45663,64987,116N/A
12/31/2021184,90371,18560,69383,909N/A
9/30/2021176,25167,88360,42081,945N/A
6/30/2021168,08861,27156,11876,740N/A
3/31/2021159,96956,01553,78972,703N/A
12/31/2020153,28451,31050,43668,028N/A
9/30/2020147,11447,49649,22966,192N/A
6/30/2020143,01544,28145,23460,675N/A
3/31/2020138,69946,26643,36258,110N/A
12/31/2019134,24944,323N/A54,126N/A
9/30/2019129,81441,094N/A52,346N/A
6/30/2019125,84339,240N/A52,185N/A
3/31/2019122,21134,926N/A47,495N/A
12/31/2018118,45933,541N/A46,126N/A
9/30/2018114,90618,819N/A45,101N/A
6/30/2018110,36016,571N/A43,884N/A
3/31/2018105,88015,767N/A43,471N/A
12/31/2017102,27313,829N/A41,980N/A
9/30/201799,18126,398N/A40,398N/A
6/30/201796,57125,489N/A39,507N/A
3/31/201791,58020,542N/A36,966N/A
12/31/201688,89918,812N/A36,673N/A
9/30/201686,86917,563N/A35,998N/A
6/30/201691,15420,539N/A33,325N/A
3/31/201686,88610,481N/A31,710N/A
12/31/201588,08411,710N/A31,468N/A
9/30/201590,75812,555N/A30,190N/A
6/30/201593,58012,193N/A29,668N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (13.3% al año) de MSFT es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (13.3% al año) de MSFT crezcan menos que el mercado US (16.8% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de MSFT crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (14.7% al año) de MSFT crezcan más rápidamente que los del mercado US (11.8% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 14.7% al año) de MSFT crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de MSFT sea alta dentro de 3 años (24.5%)

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/07 03:51
Precio de las acciones al final del día2026/06/05 00:00
Beneficios2026/03/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Microsoft Corporation está cubierta por 95 analistas. 53 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Harshit GuptaAccountability Research Corporation
Kadambari DaptardarAccountability Research Corporation
Adam ShepherdArete Research Services LLP